ESOP · DOL Form 5500 · 2022

Presence Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
41st
Percentile by assets National rank
$103,926
Avg per participant Below avg balance/head
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Official DOL plan name: Presence Bank Employee Stock Ownership Plan · Sponsored by Presence Bank · Pennsylvania · Finance & Insurance

$3M in assets, 29 participants

Presence Bank's Presence Bank Employee Stock Ownership Plan reported $3M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 41st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,553 in Finance & Insurance (9,261 peers)

Presence Bank multi-year trail

Presence Bank's plans moved +12.3% in assets from 2022 to 2024; this filing shows Presence Bank Employee Stock Ownership Plan at $3M / 29 participants.

#2,553
in Finance & Insurance (9,261 peers)
-0.2%
assets change YoY

Presence Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Presence Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,013,864 41st percentile higher than 41% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Presence Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presence Bank Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

DOL schedule card

Filing strip 231580399 · Presence Bank PY 2022 · ESOP

Presence Bank Employee Stock Ownership Plan · $3M · 29 · 41st

  • RANK $3M
  • PHOTO 29
  • IND 41st
  • EOY ESOP
  • 5500 near Green International Affiliates, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2553

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Pennsylvania →

Presence Bank Employee Stock Ownership Plan in the asset neighbourhood

W. D. Distributing Employee Stock Ownership PlanW. D. Distributing Employee …$3MSun Light & Power Employee Stock Ownership PlanSun Light & Power Employee S…$3MPresence Bank Employee Stock Ownership PlanPresence Bank Employee Stock…$3MGreen International Affiliates, Inc. Employee Stock Ownership PlanGreen International Affiliat…$3MA Technological Advantage, Inc. Employee Stock Ownership PlanA Technological Advantage, I…$3M
End-of-year total assets ($M) among Presence Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Presence Bank multi-year asset trail

Sponsor-wide plan assets over time

All Presence Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.305233414646448% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.01M $3.38M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 28 $3M
2024 1 34 $3M

Presence Bank filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$376K
Net Income$101K
Employer EIN231580399
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Presence Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Presence Bank Employee Stock Ownership Plan, Total assets ($B): 0.003013864 · Participants: 29Presence Bank Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Presence Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Presence Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Presence Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Green International Affiliates, Inc. Employee Stock Ownership Plan in MA ($3M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Presence Bank Employee Stock Ownership Plan assets move in 2022? ▼
Presence Bank Employee Stock Ownership Plan held essentially flat - down 0.2% during 2022, from $3M to $3M. Reported net income was $101K.
How have Presence Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Presence Bank's sponsor-wide assets grew 12.3%, from $3M to $3M.
Which ESOP plans are similar in size to Presence Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Green International Affiliates, Inc. Employee Stock Ownership Plan in MA ($3M, 82 participants).
Which ESOP plans cover a similar participant headcount to Presence Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231580399.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.